Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.
Save Resource Management reports
Save your reports and go back to them whenever you need to.
Reports saved to your personal page appear on the left sidebar. Reports saved to the analytics dashboard appear in the middle of the page under saved reports.
Reports saved with a predefined time frame will always pull data relative to today (Ex. last month, next week, next 90 days). If you want to set a fixed time frame for the report, use the custom date range.
Save a report
- In the upper right corner of the report, select Save.
- Enter a name for the report and select if you want to save the report to the analytics dashboard or your personal page.
- Select Save.
To delete a report, hover over the report name and then select the delete icon.